Coston, Mcisaac & Shea Financial Advisors
Coston, Mcisaac & Shea Financial Advisors is an SEC-registered mass-market adviser in Bar Harbor, ME with $466.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Coston, Mcisaac & Shea Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 194515, SEC 801-96330, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $466.9M (2026-05-21)
- Firm type
- Mass-Market Adviser
- Location
- Bar Harbor, ME
- Employees
- 12
- Clients
- 1,254
- CRD
- 194515
- Ownership
- SHEA, ANDREW, ROBERT; COSTON, STEPHEN, A.; MCISAAC, MAURICE, JOSEPH; LLOYD, CHESTER, GARY; COSTON, PAUL, ARNOLD
How much AUM does Coston, Mcisaac & Shea Financial Advisors have?
Coston, Mcisaac & Shea Financial Advisors reported $466.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Coston, Mcisaac & Shea Financial Advisors?
Disclosed owners and executives of Coston, Mcisaac & Shea Financial Advisors include SHEA, ANDREW, ROBERT, COSTON, STEPHEN, A., MCISAAC, MAURICE, JOSEPH, LLOYD, CHESTER, GARY, COSTON, PAUL, ARNOLD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.